See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,685 | $96,305-68.1% | $80,569-61.9% | $139,434-78.0% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 14.49% | 1350.08%-1335.6pp | 935.43%-920.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,178 | $3,262-63.9% | $2,723-56.8% | $4,751-75.2% |
| Participant deferral / active EE | $6,574 | $5,232+25.6% | $4,447+47.8% | $6,710-2.0% |
| Admin fee / account holder | $64,785 | $6,599+881.8% | $5,377+1104.8% | $11,403+468.2% |